Default filter by connected record fields

Help Center Get Answers
1

Hi,

I have the following data tables connected in this scenario
Customers
Jobs
Communications

When creating a view on a Communications page, i have a table showing the following fields
Customer Name (customers connection field)
Job # (jobs connections field)
Job Status (jobs connections field)
Comm 1
Comm 2
etc

I want to set a default filter, so that rows with the Job Status = Completed are hidden.

It allows my end users to filter by this field on the public site, but the backend does not allow me to see the Job Status field as an option to set a default filter.

Am i missing something?

2

Hi Simone,
try adding a Text Formula field on the Communication object to pull through the Job Status. You’ll then be able to filter by that value.

Hope that makes sense / solves the challenge!
Hugo

3

Works perfectly, thank you!